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JFS Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

JFS Wealth Advisors’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.3K Hold
359
– – ﹤0.01% 819
2026
Q1 		$18.9K Hold
359
– – ﹤0.01% 748
2025
Q4 		$24.5K Hold
359
– – ﹤0.01% 690
2025
Q3 		$32.2K Hold
359
– – ﹤0.01% 590
2025
Q2 		$30.5K Hold
359
– – ﹤0.01% 563
2025
Q1 		$23.4K Buy
359
+75
+26% +$5.53K ﹤0.01% 630
2024
Q4 		$21K Buy
284
+28
+11% +$1.85K ﹤0.01% 632
2024
Q3 		$12.9K Sell
256
-27
-10% -$1.31K ﹤0.01% 770
2024
Q2 		$13.6K Hold
283
– – ﹤0.01% 697
2024
Q1 		$16.2K Buy
+283
New +$12.5K ﹤0.01% 675

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

JFS Wealth Advisors's GBTC Position: Q2 2026 in Review

JFS Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 359 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

JFS Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.2K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • JFS Wealth Advisors held 359 shares of Grayscale Bitcoin Trust worth $16.3K as of Q2 2026.
  • JFS Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #819 holding.
  • JFS Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • JFS Wealth Advisors's Grayscale Bitcoin Trust position peaked at $32.2K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.